Foundations Investment Advisors, LLC
EndowmentPosition in AEP — American Electric Power Co Inc
CIK 1743404
PHOENIX, AZ
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,410,784
+$266,718 QoQ
Shares Held
10,312
+18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#738
of 1,972 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. AEP ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
10,312 | $1,410,784 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,784 | 10,312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,144,066 | 8,728 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,252,843 | 10,865 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,324,125 | 11,770 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,169,375 | 11,270 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,512,952 | 13,846 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $695,506 | 7,541 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $713,480 | 6,954 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $579,785 | 6,608 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $488,531 | 5,674 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $455,319 | 5,606 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $414,988 | 5,517 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $551,762 | 6,553 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $492,710 | 5,415 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $399,264 | 4,205 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $322,544 | 3,731 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $329,841 | 3,438 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $261,696 | 2,623 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||